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Apr 17, 2013
04/13
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FBC
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is that the trend of the week for the market's overall to go into the defense of utilities? >> absolutely. some may go way. we are up with the indices' over three and a half months people take off the table and enjoy the money over the summer. you don't want to be out but rotate and me very careful. cheryl: en one heck of a day for these markets and the triple digits swing. also looking at the s&p there are nine stocks falling to a brand new lows and nicole petallides is watching that from the floor of the new york stock exchange. >> we have seen broadbased selling but economically sensitive sectors are doing the work with energy and financial and technology and some names hitting new 52 week lows with peabody energy and report back iran and going into the green with report mack ran. and going down below $400 the lowest levels we have seen since december of 2011 also newmont mining the best of the worst is what you need like health care or consumer staples that have concerns -- been able to hold on. the dow was down nearly 200 points but still noting the volatility is a bree
is that the trend of the week for the market's overall to go into the defense of utilities? >> absolutely. some may go way. we are up with the indices' over three and a half months people take off the table and enjoy the money over the summer. you don't want to be out but rotate and me very careful. cheryl: en one heck of a day for these markets and the triple digits swing. also looking at the s&p there are nine stocks falling to a brand new lows and nicole petallides is watching that...
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Apr 24, 2013
04/13
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the moes volatile component, non-defense aircraft as well as defense showed weakness. we will probably get a bit of a pay back from that. i think it overstates the manufacturing slow down. >> at the same time if i'm looking at the numbers correctly you expect growth for q1 and 1.8% for tw twoe. that's a bit of a slow down. >> it definitely is a slow down. we definitely still have strength overall in vehicles and parts. >> is that going to be enough? st that going to be enough? >> take it back to the core of gdp. we still have an increase in overall consumer spending. a lot of that is in services. >> call that actually make a positive dent in gdp? >> you know, i don't necessarily know that apple alone is going to make a tremendous dent in the economy. we have to look at what the overall core is looking like. overall consumer spending. any time we see jumps, of course, in an outlier like apple we always have pay back and so we have to get back to what the underlying momentum is. and we continue to see somewhere around a 2% pace of growth. a lot of the 2.8% growth that we
the moes volatile component, non-defense aircraft as well as defense showed weakness. we will probably get a bit of a pay back from that. i think it overstates the manufacturing slow down. >> at the same time if i'm looking at the numbers correctly you expect growth for q1 and 1.8% for tw twoe. that's a bit of a slow down. >> it definitely is a slow down. we definitely still have strength overall in vehicles and parts. >> is that going to be enough? st that going to be enough?...
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Apr 16, 2013
04/13
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KCSM
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defense analysts are trying to understand where all of this is headed. akimoto has been tracking the situation for the defense of securities studies, a british think tank. >> north korean commanders are organizing their troops. they want to respond by the u.s. and the south korean forces. with such tensions, north korean soldiers can't afford to be taking part in mental parlay. thus said, there is little possibility of renewed fighting between the two koreas. u.s. and south korean commanders staged their exercise to train their troops in joint operations and to put on a show of strength. the leaders in pyongyang are simply responding to that. these are psychological tactics. we see little signs that ground troops are preparing for war. no troops have moved south, and we have no reports of anything unusual happening in pyongyang. military tensions always risk causing something unpredictable. a nervous front line soldier could fire a shot by mistake and prompt an exchange of gunfire and start a fight that could escalate. with this dynamic, u.s. leaders cou
defense analysts are trying to understand where all of this is headed. akimoto has been tracking the situation for the defense of securities studies, a british think tank. >> north korean commanders are organizing their troops. they want to respond by the u.s. and the south korean forces. with such tensions, north korean soldiers can't afford to be taking part in mental parlay. thus said, there is little possibility of renewed fighting between the two koreas. u.s. and south korean...
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Apr 23, 2013
04/13
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CNBC
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themes we had at the end of last year are what stocks are going to catch up and do better in 2013 and defense names are what we talked about. and look at the report out of lockheed-martin. they beat by almost 30 cents, revenues much better as well. now the stock opened on the high, sifted down the rest of the day. but i think the move is still in tact. and that's going to be a theme later when hash tag and i go head to head. >> hash tag smooth is what he's referring to. >> right now the stock is trading sharply higher. it's 426 in the afterhours. juniper also down. down 6% right now. also on low coe q2 guidance. and revenues came in, in line. and in earnings bright spot, broadcom beat up the top and the bother. it's almost 5%. coming up next, a fake tweet results in a selloff. what you can do to protect yourself against swings. much more fast, straight ahead. clients are always learning more to make their money do more. (ann) to help me plan my next move, i take scottrade's free, in-branch seminars... plus, their live webinars. i use daily market commentary to improve my strategy. and my loca
themes we had at the end of last year are what stocks are going to catch up and do better in 2013 and defense names are what we talked about. and look at the report out of lockheed-martin. they beat by almost 30 cents, revenues much better as well. now the stock opened on the high, sifted down the rest of the day. but i think the move is still in tact. and that's going to be a theme later when hash tag and i go head to head. >> hash tag smooth is what he's referring to. >> right now...
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Apr 18, 2013
04/13
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KCSMMHZ
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members of north korea's national defense commission said the proposal was unacceptable. they called on the security counsel to retract economic penalties imposed after the country's latest missile launch and nuclear tests and demanded that u.s. and south korean commanders suspend military exercises currently under way in the south. the commission members also said the military forces and the people of north korea are closely watching what steps the u.s. and its followers will take. the remark suggests that there is still room for dialogue with the u.s. and south korea. >>> south korea's foreign minister is playing go between in an effort to keep an annual summit with japan and china on the calendar. yun byung-se in seoul says he will also raise the north korea issue. officials have been preparing to host the summit in late may. a diplomatic source saying young is expected to meet the other foreign ministers. the source says yung will try to convince the two ministers to proceed with the talks as planned. they believe it's too early to hold a summit because leaders of all
members of north korea's national defense commission said the proposal was unacceptable. they called on the security counsel to retract economic penalties imposed after the country's latest missile launch and nuclear tests and demanded that u.s. and south korean commanders suspend military exercises currently under way in the south. the commission members also said the military forces and the people of north korea are closely watching what steps the u.s. and its followers will take. the remark...
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Apr 24, 2013
04/13
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CNBC
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much was made of the fact that a lot of the defensive issues, defensive sectors were the leaders in that, in those gains that we saw in the first quarter. do you like defensives at these levels? and those dividend payers, that everybody seems to be so enamored, so that they can find some source of income right now. >> i think that was the point, really, bill, that there were many investors who wanted to increase their exposure to the equity markets, because they, too, are concerned about having too much, if you will, in low-yielding cash, and in fixed income, where when yields go up, the prices go down. so we did see a move into so-called defensive names. that is less exposure to the economy, but also, companies that generate large dividend yields. the thing that we would be looking at is not high-yielding securities, but, rather, those securities, those companies that can increase their dividend. that is, grow the dividend. history shows that it's the higher-yielding securities that basically don't have much else to do with their capital. investors tend to be better off when they combin
much was made of the fact that a lot of the defensive issues, defensive sectors were the leaders in that, in those gains that we saw in the first quarter. do you like defensives at these levels? and those dividend payers, that everybody seems to be so enamored, so that they can find some source of income right now. >> i think that was the point, really, bill, that there were many investors who wanted to increase their exposure to the equity markets, because they, too, are concerned about...
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Apr 18, 2013
04/13
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. >> super defensive. >> hey, gina, josh brown. do you believe those sectors are defensive given the fact they have never been more expensive based on almost every met rick, specifically earnings? can we truthlythe call utilities a safe sector given the premium they're trading at above the s&p 500, for example? >> yeah, i think you can. health care is a perfect example. health care actually is still trading at a secular low or near a secular low relative to the index. over time it's traded 1.2 times the s&p 500. it's trading at one times the s&p 500 now. you can't make that argument broadly across the defensive sectors. utilities looks expensive, but as long as the ten-year treasury bond remains range-bound or rally as it has over the last several weeks, utilities look relatively attractive. >> do you see room for capital gains here? or is this just about collecting the dividend? because if earnings aren't going to grow, i doubt we can squeeze much more in terms of multiple, right? >> right. for the utilities sector specifically, i
. >> super defensive. >> hey, gina, josh brown. do you believe those sectors are defensive given the fact they have never been more expensive based on almost every met rick, specifically earnings? can we truthlythe call utilities a safe sector given the premium they're trading at above the s&p 500, for example? >> yeah, i think you can. health care is a perfect example. health care actually is still trading at a secular low or near a secular low relative to the index. over...
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tired army medical corps officer and a former senior adviser to the defense department says it might not be long before the strike turns fatal. typically people get very sick after about fifty days in which they've not had any food but are taking water so they may be getting very sick and i think there's a fear that a number may die within the next several weeks but all the world medical associations are categorically and ethically against force feeding the reason being is that it in fact disrupts what is most important which is establishing a constructive relationship were poorer with the hunger strikers and being able to discuss the terms of their protest the this is a they if they have it also. really overrides their autonomy which is very important in medicine we accept that as one of our ethical principles so that by and large most organizations across the world feel that it is not acceptable and in this particular case what it does not help resolve their grievances and help resolve the conflict that we're having between the detainees and the authorities. now allege the violatio
tired army medical corps officer and a former senior adviser to the defense department says it might not be long before the strike turns fatal. typically people get very sick after about fifty days in which they've not had any food but are taking water so they may be getting very sick and i think there's a fear that a number may die within the next several weeks but all the world medical associations are categorically and ethically against force feeding the reason being is that it in fact...
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Apr 18, 2013
04/13
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very unusual for these defensive groups to be leading the market in up turn. if the market pulls back they will lead in the pull back and more. >> which is highly unusual. >> very unusual. >> thank you so much. >> a pleasure. >> see you again soon. >> sue, shamu is going public. black stone taking its sea world entertainment group three years after it went private. jane wells is outside the world famous sea world in san diego. have you spoken to shamu yet, jane? >> very good. shay-moo is a london whale. i have not spoken to him. i just didn't want to make the big whale angry. ths turning into a whale of a deal. it keeps getting bigger. black stone which bought sea world was going to sell 10 million of its own shares. now this march of the penguins, sea world plans to use its portion to pay fees and debt. so all told, we could have nearly 30 million shares priced between 24 and $27. this for a company with 11 walter parks. most revenue is now coming from florida and sea world sales, profits and spend per customer is all growing. it is a unique leisure company.
very unusual for these defensive groups to be leading the market in up turn. if the market pulls back they will lead in the pull back and more. >> which is highly unusual. >> very unusual. >> thank you so much. >> a pleasure. >> see you again soon. >> sue, shamu is going public. black stone taking its sea world entertainment group three years after it went private. jane wells is outside the world famous sea world in san diego. have you spoken to shamu yet,...
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Apr 22, 2013
04/13
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europe, and that takes you to what we call defensive growth, defensive growth, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of those companies which have improving or strong capital positions. and you end up looking at some of the german insurers and the swiss bank. they look pretty strong for us. >> jonathan, thanks very much for that. . >>> today is also worldwide -- in china, "worldwide exchange" in china day. i'm in hong kong because i've just spent the weekend at the china entrepreneur's club annual meeting of green companies in china. i've just come back from there and the china entrepreneur's club is a group 50, 51 of the leading ceos of the private companies. around $300
europe, and that takes you to what we call defensive growth, defensive growth, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than...
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Apr 24, 2013
04/13
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FBC
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the telecoms, consumer staples a lot of defensive plays showing signs of rolling over a bit. you are seeing big moves in energy which is showing signs of bottoming out and numbers this morning -- liz: it was yesterday we had mark foster, gloom and doom report, i pushed him a little bit because he is for all intents and purposes miss the equities' rally because he has been so dr. doom about it. my question is it is not as exciting to see these levels, we have not seen a couple records like we have seen every single day but are you staying out of equities? >> you have to be selective in what you buy. the bottom line, price, biggest technical is still positive. it is breaking down, you have to be to some extent so you have to be in the sector you are working with. energy better restored or some of the industrials. liz: we did get some bearish or bullish for prices inventory numbers on both crude and gasoline, crude inventories were built but not as big as expected and you saw drawdown gasoline so look at these jumps. we got crude moving higher by $2.31 in the aftermarket, gasoli
the telecoms, consumer staples a lot of defensive plays showing signs of rolling over a bit. you are seeing big moves in energy which is showing signs of bottoming out and numbers this morning -- liz: it was yesterday we had mark foster, gloom and doom report, i pushed him a little bit because he is for all intents and purposes miss the equities' rally because he has been so dr. doom about it. my question is it is not as exciting to see these levels, we have not seen a couple records like we...
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japan seeing more missile defense contractors throughout the region receiving more money north korea is getting at least overtures from u.s. and south korea that they will get more. play at the negotiating table and china has so far managed to maintain north korea stopping it from time toppling so everyone has gotten what they want. out of this latest ploy so i think from here what we're going to see is at least some sort of attempt at some sort of talks but how fruitful those talks will be is i think another matter entirely when you talk about hopeful talks and hopeful fruitful talks so james i'm running very low on time a very quickly though if i may china is warning that a fourth nuclear bomb test in north korea could be imminent what is the north trying to prove at this point now well again those promises aren't worth the paper they're not written on that we've heard this rhetoric before so far nothing has materialized so i don't think we should believe it until we see it but at any rate i think it just has to be seen as part of the of the game that's being played right now anywa
japan seeing more missile defense contractors throughout the region receiving more money north korea is getting at least overtures from u.s. and south korea that they will get more. play at the negotiating table and china has so far managed to maintain north korea stopping it from time toppling so everyone has gotten what they want. out of this latest ploy so i think from here what we're going to see is at least some sort of attempt at some sort of talks but how fruitful those talks will be is...
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Apr 17, 2013
04/13
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CNBC
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it's defense related and i wouldn't buy it. >> car max, drop 4%. what do you think? >> this is one that has been on fire. i think it's breaking here and broken down. >> a little bit of a safety tree here. slightly better. people are looking for safety. >> positive stock and a very negative day. [ female announcer ] it's time for the annual shareholders meeting. ♪ there'll be the usual presentations on research. and development. some new members of the team will be introduced. the chairman emeritus will distribute his usual wisdom. and you? well, you're the chief life officer. you just need the right professional to help you take charge. ♪ to help you take charge. welcnew york state, where cutting taxes for families and businesses is our business. we've reduced taxes and lowered costs to save businesses more than two billion dollars to grow jobs, cut middle class income taxes to the lowest rate in sixty years, and we're creating tax free zones for business startups. the new new york is working creating tens of thousands of new businesses, and we're just getting st
it's defense related and i wouldn't buy it. >> car max, drop 4%. what do you think? >> this is one that has been on fire. i think it's breaking here and broken down. >> a little bit of a safety tree here. slightly better. people are looking for safety. >> positive stock and a very negative day. [ female announcer ] it's time for the annual shareholders meeting. ♪ there'll be the usual presentations on research. and development. some new members of the team will be...
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according to the iraqi defense ministry the truth is that they beat the. government in the meanwhile the protesters say that they were simply staging an. open fire along a preceding. bomb. in the southern baghdad neighborhood of. tens of thousands of iraq. the area. again i knew mr noir amahl to be in recent months now if you. are doing their minority community. do them from job also completing the. anti-terrorism laws that have been specifically. in the last few years and. violence dozens of. bombings. last week because. a lot action the trials on the. channel there. and the runoff. election. in the. problems. are and will. very much and i'm. going to come. now. and jim brann of the stop the war coalition told us a bit earlier in the program that simply put the ongoing violence in iraq is an extension of the devastating war the level of violence has never. gone back to what it was ten years ago after the war and talking about it's never return to that there's been terrible periods of around two thousand and six and against that things are much better but
according to the iraqi defense ministry the truth is that they beat the. government in the meanwhile the protesters say that they were simply staging an. open fire along a preceding. bomb. in the southern baghdad neighborhood of. tens of thousands of iraq. the area. again i knew mr noir amahl to be in recent months now if you. are doing their minority community. do them from job also completing the. anti-terrorism laws that have been specifically. in the last few years and. violence dozens of....
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Apr 22, 2013
04/13
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joining me now for more on these developments is kent schafer, criminal defense attorney with buyers, schafer and deboard. god to s good to see you, sir. >> thank you. good afternoon. >> what's your take on this? why charge him with a weapons of mass destruction charge and not murder or conspiracy? >> well, actually, it's a much easier charge for the government to prove. in this case, they have to prove two things. that he used or possessed a weapon of mass destruction and that it resulted in somebody's death. by doing that, he'd be eligible for the federal death penalty. where under massachusetts state law, if they charged murder, he wouldn't be eligible for the death penalty. so virtually, you know, from a prosecutor's standpoint, it cuts out all the fluff. it's a very simple case. there's case law on top of case law saying that a bomb like this is defined as a weapon of mass destruction. so it just makes sense that they would take the easiest charge they could find. >> i see. >> with the highest penalty. >> there was a real strategy here. let me bring in jay faye hi, former federal
joining me now for more on these developments is kent schafer, criminal defense attorney with buyers, schafer and deboard. god to s good to see you, sir. >> thank you. good afternoon. >> what's your take on this? why charge him with a weapons of mass destruction charge and not murder or conspiracy? >> well, actually, it's a much easier charge for the government to prove. in this case, they have to prove two things. that he used or possessed a weapon of mass destruction and...
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Apr 24, 2013
04/13
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FBC
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. >> is apple in defensive mode? are they still in a kind of a offensive mode? >> you're both asking the right questions. i believe they're in offensive mooe. i believe, i am cerin that they're going to try to come out with some, something fantastic. i don't know when. i don't know what and i don't know if it will succeed. if it succeeds we'll look back on this to say, oh, they didransition just fine and investors were worried over nothing. if think fail it will be a lot worse than what we're seeing right now. right now we're seeing a pause before that effort. i prome you that effort will be there, because if it isn't, then they aren't apple anymore. melissa: adam shapiro thanks so much. we'll come back to you for more news on apple as it breaks because i know that call is going on right now. when we're not in your ear, that is what you're listening to. meantime despite apple taking more than 0% dive from its all-time high back in september other stocks r the most part are having a great year. some say if apple keeps slipping it could scare retail investors away
. >> is apple in defensive mode? are they still in a kind of a offensive mode? >> you're both asking the right questions. i believe they're in offensive mooe. i believe, i am cerin that they're going to try to come out with some, something fantastic. i don't know when. i don't know what and i don't know if it will succeed. if it succeeds we'll look back on this to say, oh, they didransition just fine and investors were worried over nothing. if think fail it will be a lot worse than...
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Apr 23, 2013
04/13
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FBC
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do you get a sense that it can bbecomes justifying ainiable cor a justifiable defense, in other words, if you are in airline industry, you will take your time to make your point, if you move fast the chance of you getting a budget hike is less likely. i don't want to be that jaded, i'm just saying it would behoove you to not to look like things are not a problem. >> i think that administration has asked them to make it look as painful as possible. frontline folks i think they will continue to serve the customer, the customer is happy, business is good. they get rewarded. neil: you fly all of the time, are they that happen? >> it depends on airline and products. neil: every agent i bump in to must like cnn . >> i kill them with kindness. neil: you do. >> i have to. neil: all right a certain amount of attitude, and dismissiveness, with this, they might believe that pudding shove down their throat. but, i don't suspect we'll see much improvement. >> i think you are focussing on is airline piece that is piece -- >> that feeds from all of the above, faa and homeland security. tsa . >> thin
do you get a sense that it can bbecomes justifying ainiable cor a justifiable defense, in other words, if you are in airline industry, you will take your time to make your point, if you move fast the chance of you getting a budget hike is less likely. i don't want to be that jaded, i'm just saying it would behoove you to not to look like things are not a problem. >> i think that administration has asked them to make it look as painful as possible. frontline folks i think they will...
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Apr 18, 2013
04/13
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FBC
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earnings expectations got out of line and that made stocks expensive now we see the shift into more defensive stocks that is another reason why they take a hit. my overweight is on financials and consumer staples not technology. i don't think they are cheap enough yet. gerri: i do relate to you on one level. remember when we would pick value plays isn't answering darts at the board? where do you think the value is right now? >> i think it is still in financials. they were beaten up so bad and they have done pretty well the they have a long way to go and financials is a longer term secular trend and consumer staples at least for right now i'm sorry i guess those of the two sectors i like that would pick financials longer and stable shorter-term. gerri: that seems like a weird part. >> talk about mcdonald's there is right there is a bellwether. gerri: date you for coming. we will be right back. do you trust the government with your personal data? stay with us. own? we gave people a sticker and had them show us. we learned a lot of us have known someone who's lived well into their 90s. and at's
earnings expectations got out of line and that made stocks expensive now we see the shift into more defensive stocks that is another reason why they take a hit. my overweight is on financials and consumer staples not technology. i don't think they are cheap enough yet. gerri: i do relate to you on one level. remember when we would pick value plays isn't answering darts at the board? where do you think the value is right now? >> i think it is still in financials. they were beaten up so bad...
SFGTV2: San Francisco Government Television
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Apr 16, 2013
04/13
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SFGTV2
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defense interests. were initiated from users like you. ok? humans like you to click on a url, an attachment in e-mail, and let the bad guys in. for most of the enterprise world, the public cloud is nothing more than a menace. yet, we see it's clear benefits. we see its enormous cost advantages. we see all these wonderful things that tin told you about. so the challenge is to try and evolve what today is a process built around people. people and process and regulation that tries to keep us safe, tries to run our economy, and translate it into something that is more efficient, that takes advantage in evolution or revolution of technology, arguably, but does not hand out -- does not toss out the baby with the bath water. that is the challenge. whilst in a heavy user of a tablet device and everything else, i think that is kind of ho-hum. it is fabulous you can build a startup in your garage again, but the challenge is how do we adopt this technology in a world where the rate of adoption is governed not by anything to do with technology itself but
defense interests. were initiated from users like you. ok? humans like you to click on a url, an attachment in e-mail, and let the bad guys in. for most of the enterprise world, the public cloud is nothing more than a menace. yet, we see it's clear benefits. we see its enormous cost advantages. we see all these wonderful things that tin told you about. so the challenge is to try and evolve what today is a process built around people. people and process and regulation that tries to keep us safe,...
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about nuclear weapons is that and you know despite the expense many ways they offer a cheap form of defense compared with conventional g. forces now north korea hasn't got the in the economic wherewithal to come anywhere near the americans in terms of you know conventional arms and so nuclear weapons and they don't really need very much then you need them to be effective all they need is to have been there to do you agree that the americans think that they could retaliate if if if so clapped so it's quite close first on the korean point of view and that would go up to three of us south korea and japan is activity like warships and just interceptor missiles are all being pointed at korea is that all going to temporary do you believe. it's all going to to ten to ten point north korea. no i mean yes i mean not that i think the the actual crisis is now sort of winding down their merican follow ups the ante with this current range of august military exercises in order to stop a new south korean government from opening up in gauging the north. africa and he promised in the intellectual campaign s
about nuclear weapons is that and you know despite the expense many ways they offer a cheap form of defense compared with conventional g. forces now north korea hasn't got the in the economic wherewithal to come anywhere near the americans in terms of you know conventional arms and so nuclear weapons and they don't really need very much then you need them to be effective all they need is to have been there to do you agree that the americans think that they could retaliate if if if so clapped so...
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Apr 24, 2013
04/13
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and if that, in fact, is the case, you have to get more defensive and buy some cash flow names to give support for your portfolio strategy. it can't all be beta. >> the great unloved sector here is large cap growth. when you have utilities as the second hottest sector through the first part of the year, i don't know, i think energy's been inventive. at some point we have to talk about growth, and when we turn the subject towards growth, you'll see the dividend folks awful going, gee, whiz, why is it that i was bidding up a utility to 16 times earnings. >> let's remember, apple pays a dividend. johnson & johnson pays a dividend. it doesn't have to be a utility stock. it can be in various sectors. i think if you buy just energy and utilities, you've got all kinds of problems because of what's happening with commodity prices. but you buy dividend assets across a variety of sectors. i think that's the kind of growth that -- you can get growth out of those names, even if they're more defensive. >> every time i bring up the dividend that apple pays to people, they say, why are they using $10
and if that, in fact, is the case, you have to get more defensive and buy some cash flow names to give support for your portfolio strategy. it can't all be beta. >> the great unloved sector here is large cap growth. when you have utilities as the second hottest sector through the first part of the year, i don't know, i think energy's been inventive. at some point we have to talk about growth, and when we turn the subject towards growth, you'll see the dividend folks awful going, gee,...
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Apr 18, 2013
04/13
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>> melissa, i think you still want to be a little bit defensive. i think that so much of the market still feels squishy and not in a good way given the economic data we're seeing. i'm a little bit heavier in health care, probably about flat in technology. but consumer staples and health care are two of those defensive sectors that i think leave you in a little bit better stead. i'm heavier in industrials, a little bit lighter in financials. this is a defensive portfolio that i think, you know, blue chips with good dividends make a lot of sense right now. >> at the same time, michael, you know, your stock picks make me scratch my head because if it's such a defensive portfolio, why are you getting into something more levered to the consumer and to the economy being fedex and yum brands? >> well, i'm so glad you asked me, i always -- i always try to hit them where they ain't. and these are two stocks people don't like right now. they're worried about avian flu, they're worried about some of the politics, of course, with yum brands and kentucky fried
>> melissa, i think you still want to be a little bit defensive. i think that so much of the market still feels squishy and not in a good way given the economic data we're seeing. i'm a little bit heavier in health care, probably about flat in technology. but consumer staples and health care are two of those defensive sectors that i think leave you in a little bit better stead. i'm heavier in industrials, a little bit lighter in financials. this is a defensive portfolio that i think, you...
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Apr 22, 2013
04/13
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it's had this very defensive tam boar tambor. it's like this sub tub city -- city constitution effect. global economics, look at the u.s. first. name by name basis. emerging markets. i would think global bonds. longer term investors, commodities from a valuations perspective look attractive. >> commodities? gold? >> not necessarily gold. >> oil? >> dr. copper. the valuations are beginning to pull in a little bit if you've got three to five years which maybe a lot f of people don't have. if you're a longer investor like your clients. just rebalance into that. take a multiasset approach. >> greg, i don't know if you asked those investors who are risk averse that you had in your survey, but where are they putting their money if they're not in the stock market? they're getting nothing from fixed income right now. >> yet they're content with that, it seems. it's cash. it's bonds. this is what concerns me, bill. this is going to require the individual investor to redefine risk. safety is not hunkering down in bonds and cash. particular
it's had this very defensive tam boar tambor. it's like this sub tub city -- city constitution effect. global economics, look at the u.s. first. name by name basis. emerging markets. i would think global bonds. longer term investors, commodities from a valuations perspective look attractive. >> commodities? gold? >> not necessarily gold. >> oil? >> dr. copper. the valuations are beginning to pull in a little bit if you've got three to five years which maybe a lot f of...
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Apr 22, 2013
04/13
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so you're buying some of the defensive stocks. but the defensive stocks aren't really cheap. what are you doing in terms of sectors and that kind of allocation? >> well, exactly as you're saying, the defensive sectors are no longer cheap. consumer staples have rallied hard. we're looking for other opportunities in quality names but in other sectors. for example, technology, we spoke about miners last time i was on. the markets have been overpunished, that's where we see the opportunity. where we see the risk is the companies that have rallied hard, very sentiment driven and could hit these headwinds as earnings and economic weakness starts to come through. >> what's the catalyst to have some of these cyclical stocks do well f you're saying earnings are too high and the growth expectations have to come down? what's the catalyst to get the cyclical sectors to do well? >> it means it's going to be a very hard quarter. we think this quarter, markets probably will grind higher. but it's unlikely there is this catalyst for that next leg up. what we would then see is when earnings e
so you're buying some of the defensive stocks. but the defensive stocks aren't really cheap. what are you doing in terms of sectors and that kind of allocation? >> well, exactly as you're saying, the defensive sectors are no longer cheap. consumer staples have rallied hard. we're looking for other opportunities in quality names but in other sectors. for example, technology, we spoke about miners last time i was on. the markets have been overpunished, that's where we see the opportunity....
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Apr 23, 2013
04/13
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you've got to be in defensive stocks, not commodities or in the deep cyclicals this my view. >> anthony, we mentioned the great view on the hedge fund community, how the big money is thinking about the market. how do you feel? >> it's a liquidity driven bull market. >> but the events of last week don't change your outlook for the investing environment for the near term? >> they don't. the half full market climbing a wall of worry will continue to go on. the biggest issue the market will face is that loan growth in the united states and europe is not where you would like it to be at this point in a recovery. without loan growth in small businesses, medium businesses, scott, you're not going to see the robust recovery people would like to see. that will probably be a head wind for the markets later in the year. right now this is a liquidity-driven bull market. it's tilt up for now. >> i go back to the upper's comment. short the s&p at your own peril. murphy, something tells me you have been a buyer of stocks this morning. >> i have been a buyer. look at the news out there, scott. we are j
you've got to be in defensive stocks, not commodities or in the deep cyclicals this my view. >> anthony, we mentioned the great view on the hedge fund community, how the big money is thinking about the market. how do you feel? >> it's a liquidity driven bull market. >> but the events of last week don't change your outlook for the investing environment for the near term? >> they don't. the half full market climbing a wall of worry will continue to go on. the biggest issue...
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Apr 23, 2013
04/13
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down, they come in, qe2, qe3, the economic indicators were starting to bowl over and they're playing defense to prevent against a double-dip recession. >> and the economic numbers are not that great right now, so how do you justify investing in the market knowing, you say market goes up in a slow economy, but what if they're exceeding earnings growth expectations? >> also, when earnings are slower, the market does better. when they grow really fast on an overall basis, that's another time when the market discounts and turns down. so we're in a sweet spot right now for the market. >> one more question to matt cheslock before we let you go. what you expect this last hour here, especially since we have three big earnings reports coming out after the bell tonight. >> is there more than one? i thought it was just apple, actually. >> yes, there is apple, but you also have at&t and yum! brands as well. >> i think we'll focus on europe. the whisper numbers for apple have gotten maybe out of control, but the market has taken so much out of it already, it's poised for upside, i think. >> the expectati
down, they come in, qe2, qe3, the economic indicators were starting to bowl over and they're playing defense to prevent against a double-dip recession. >> and the economic numbers are not that great right now, so how do you justify investing in the market knowing, you say market goes up in a slow economy, but what if they're exceeding earnings growth expectations? >> also, when earnings are slower, the market does better. when they grow really fast on an overall basis, that's...
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Apr 17, 2013
04/13
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really interesting defensive stocks really led this rally. what do you think if we're coming down now? >> well, you know, leadership has been in a lot of different areas, and not just year-to-date but over the last year-and-a-half. david: forgive me, guys, i have got to break in here. we have american express express earnings. dennis, what are the numbers? >> yes the numbers beat the street on earnings but fall below revenue. street wanted 8.03 billion. earnings per share, american express, 1.15 a share. street was thinking $1.12. that is a beat. quarterlyly dividend for amex raised 15%. the company will spend $3.2 billion extra this year on stock buybacks before year-end and another one billion dollars in the first quarter of 2014. stock buybacks support a stock price. can't tell, looks like amex might head down. wall street hate as miss even though earnings beat. lori: todd horowitz, earnings season already weaker still because the bar has been lower, right on a lot of these companies? do you think earnings overall will give the bulls any k
really interesting defensive stocks really led this rally. what do you think if we're coming down now? >> well, you know, leadership has been in a lot of different areas, and not just year-to-date but over the last year-and-a-half. david: forgive me, guys, i have got to break in here. we have american express express earnings. dennis, what are the numbers? >> yes the numbers beat the street on earnings but fall below revenue. street wanted 8.03 billion. earnings per share, american...
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Apr 24, 2013
04/13
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defense company lockheed martin also reported strong earnings but warned of lower profits in the future as a result of sequestration. no more guessing when a fedex package will arrive. for $10, fedex customers can schedule a 2-hour delivery window. for $5 they can reschedule a delivery day or change a location. fedex is making the move because of the boom in online shopping. a price break is starring at the box office. the average ticket is now $7.94, down from more than 8 dollars. prices can rise or fall depending on the range of movies available. with the packed summer movie season just ahead, prices will likely tick up again. ben affleck is the latest high- profile person to pledge to live on $1.50 a day. the oscar- winning actor is joining hugh jackman and others in the effort to raise awareness of the 'live below the line' poverty awareness campaign. by taking the pledge, he promises to spend no more than $1.50 per day for food and drink for five days. his challenge begins next week. still to come, a follow-up to a critically acclaimed documentary about a mega mansion, the housing
defense company lockheed martin also reported strong earnings but warned of lower profits in the future as a result of sequestration. no more guessing when a fedex package will arrive. for $10, fedex customers can schedule a 2-hour delivery window. for $5 they can reschedule a delivery day or change a location. fedex is making the move because of the boom in online shopping. a price break is starring at the box office. the average ticket is now $7.94, down from more than 8 dollars. prices can...
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Apr 23, 2013
04/13
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> just because the market had a fabulous day today doesn't mean you can afford to stop playing some defense with high-needing food stocks that can thrive, even when the global economy is in dire straits. take long-time cramer fave b & g foods, neglected brands from larger players, private equity firms, and bringing them back to it life. you might know b & g as pickles. b & g just reported last thursday and the company delivered an excellent quarter with in-line earnings and revenues that came in higher than expected, rising 8.8% year over year. we don't have a lot of companies in the food business that gained like that. meanwhile, the company raises for guidance, earnings before interest, taxes and depreciation and amortization. it jumped from $28 to $30 the next day and continuing to climb, $31.08 and 3.75% yield at these levels. b & g has given a 186% return since i initially recommended in october of 2010. the valuation may seem stretched with the stock trading at 19 times earnings. however, every time the stocks seem too expensive to own, they seem to go higher anyway. let's check in wi
> just because the market had a fabulous day today doesn't mean you can afford to stop playing some defense with high-needing food stocks that can thrive, even when the global economy is in dire straits. take long-time cramer fave b & g foods, neglected brands from larger players, private equity firms, and bringing them back to it life. you might know b & g as pickles. b & g just reported last thursday and the company delivered an excellent quarter with in-line earnings and...
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Apr 23, 2013
04/13
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with the environmental defense fund. thank you for coming and the show. one of the biggest questions that was raised after this, of course, any time their is a tragic disaster like this that is an accident, people ask, how can stop this map and again. you look at it and say, what went wrong. one of the things early on the people were talking about, including the texas emergency management chief, the idea that maybe the first responders put water on the fire, and that is something you necessarily want to do with ammonium nitrate. you either use some sort of fall retardant or maybe you go back and call in a hazardous materials team from your region. is it possible that adding water to this to you think made the situation worse? >> it could have made the situation worse, definitely. we don't know what the first responders knew or didn't know about what was at the facility. we know that the facility had been permitted to store anhydrous ammonia, and there was not a permit to store ammonium nitrate. so, you know, we have a situation here where the first respon
with the environmental defense fund. thank you for coming and the show. one of the biggest questions that was raised after this, of course, any time their is a tragic disaster like this that is an accident, people ask, how can stop this map and again. you look at it and say, what went wrong. one of the things early on the people were talking about, including the texas emergency management chief, the idea that maybe the first responders put water on the fire, and that is something you...
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Apr 17, 2013
04/13
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but this is one of those defensive sectors that's trading at all-time highs. >> dropper, halliburton down 5%. dr. j? >> this is what we're talking about with the drillers and so forth. support for the oil stocks. halliburton just taking it hard down 5%. but esv, diamond offshore, all of them hit. i think they could see more pressure if we see crude oil drift lower. >> had a drop for csx. >> they reported earnings. and eps was all right. but if you look at year on year performance, revenue was down. coal prices are down. container prices are down. and fuel costs are up. that's not really a great recipe for them. that said, at 13 times i think we might see things close to the bottom here. >> that was our abbreviated version today. the president's comments set to start in just a moment's time. live pictures from the rose garden. we'll bring that when it happens. back right after this. welcnew york state, where cutting taxes for families and businesses is our business. we've reduced taxes and lowered costs to save businesses more than two billion dollars to grow jobs, cut middle class in
but this is one of those defensive sectors that's trading at all-time highs. >> dropper, halliburton down 5%. dr. j? >> this is what we're talking about with the drillers and so forth. support for the oil stocks. halliburton just taking it hard down 5%. but esv, diamond offshore, all of them hit. i think they could see more pressure if we see crude oil drift lower. >> had a drop for csx. >> they reported earnings. and eps was all right. but if you look at year on year...
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Apr 23, 2013
04/13
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the fantastic four will step in as defensive coordinator, ter edison. film set for release next fall. >>> tonight the warriors are trying to even the series against the denver nuggets during game two of their nba playoffs run. >> it's not going to be easy. the team doing it all without their all-star david lee. still a guessing game who will replace lee in that lineup. he went down hard, tore up his hip flexor after being fouled and falling down in saturday's loss. coach jackson says he'll be revealing that decision today. >> still considering who it will be. a lot of options. we'll move forward. >> for the record, the nuggets ended up beating the warriors 97-95, a close one on saturday. game two tipping off tonight in denver. 7:30 our time. maybe they can snatch one, home court advantage. >> looking at that. >> ugly. >> pair of giants go gq. >> we'll tell you which area ball players are showing their stylish side coming up next. >>> finally this morning if you happen to be an athlete who ends up on the pages of gq, get ready for teammates to give you g
the fantastic four will step in as defensive coordinator, ter edison. film set for release next fall. >>> tonight the warriors are trying to even the series against the denver nuggets during game two of their nba playoffs run. >> it's not going to be easy. the team doing it all without their all-star david lee. still a guessing game who will replace lee in that lineup. he went down hard, tore up his hip flexor after being fouled and falling down in saturday's loss. coach jackson...
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Apr 24, 2013
04/13
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KGO
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it helps create a food seal defense for a clean mouth and kills bacteria for fresh breath. ♪ fixodent, and forget it. just getting clean with no water. kinda like using t.p. with no moist wipes. ohh. ohh. [ female announcer ] nothing leaves you feeling cleaner and fresher than the cottonelle care routine -- now with a touch of cotton. you may be muddling through allergies. try zyrtec-d®. powerful relief of nasal congestion and other allergy symptoms -- all in one pill. zyrtec-d®. at the pharmacy counter. >>> now, for a look at morning road conditions. roads could be slippery around detroit and atlanta. fog could pose a threat in southern california. thunderstorms could reduce visibility on i-10 around new orleans. >> and if you're flying, delays are possibly in detroit, memphis, houston, new orleans and atlanta. >>> now, a developing story. new details in the government's case against lance armstrong. >> in a suit against the former tour de france champ, the justice department is claiming that armstrong violated his contract with the u.s. postal service. it says armstrong committed
it helps create a food seal defense for a clean mouth and kills bacteria for fresh breath. ♪ fixodent, and forget it. just getting clean with no water. kinda like using t.p. with no moist wipes. ohh. ohh. [ female announcer ] nothing leaves you feeling cleaner and fresher than the cottonelle care routine -- now with a touch of cotton. you may be muddling through allergies. try zyrtec-d®. powerful relief of nasal congestion and other allergy symptoms -- all in one pill. zyrtec-d®. at the...
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Apr 24, 2013
04/13
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there's been too much money put to work in the defensive names. take utilities. another defensive sector. historically, the sector traded at 25% discount to the market. that made sense. it was regulated, it was a slow grower. today u.s. utility company traded an 8% premium. that's a lot to pay for an income stream and for safety. i think there are better places to get that income and maybe take a little bit more risk, but at a better valuation. >> what would you do with apple today since it's in the news? >> you know, i've got no strong view on apple, but generally, i think we like technology companies, it's one of the parts of the market that has underperformed. looks cheap relative to the history. i'd rather be buying tech companies at this point than consumer staple companies. >> you think bonds at some point just the apocalypse finally happened -- >> i don't think the apocalypse happens, no. part of the reason, new supplies being absorbed by the fed, we've got the boj in the game, there's a tremendous amount of liquidity. we think rates will back up by the en
there's been too much money put to work in the defensive names. take utilities. another defensive sector. historically, the sector traded at 25% discount to the market. that made sense. it was regulated, it was a slow grower. today u.s. utility company traded an 8% premium. that's a lot to pay for an income stream and for safety. i think there are better places to get that income and maybe take a little bit more risk, but at a better valuation. >> what would you do with apple today since...
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Apr 23, 2013
04/13
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FBC
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that doesn't mean that national defense is not a good idea. on the other hand for people who think that marijuana is relatively safe. they don't think that the gateway evidence is consistent. that people should be left to do what they want to do so as long as they're not harming others, for them there are lots of good arguments for legalizing even without the 20 billion and that's icing on the cake. >> what tax per ounce of weed sold legally did you put into your equation? >> didn't compute it quite that way, but something like 50 to $100 an ounce and market prices now of marijuana vary a lot, but typically maybe in the 3 to $400 a range and that's a tax rate which is higher than on say, normal goods as part of the sales taxes and not so high as to drive the market underground because of tax evasion. stuart: would you expect the price generally to the public to go down if it were fully legalized all across the country? >> i think it will probably go down some and my estimates assume a fairly substantial reduction. the same time, i think we're
that doesn't mean that national defense is not a good idea. on the other hand for people who think that marijuana is relatively safe. they don't think that the gateway evidence is consistent. that people should be left to do what they want to do so as long as they're not harming others, for them there are lots of good arguments for legalizing even without the 20 billion and that's icing on the cake. >> what tax per ounce of weed sold legally did you put into your equation? >> didn't...
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Apr 22, 2013
04/13
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defense secretary hagel is assuring israel the obama administration is committed to supporting the jewish state's military superiority in the middle east. hagel met today with israeli president peres as pentagon chief. hagel said it is israel's right to decide for itself whether to strike iran's nuclear facilities. chinese crews rushed food and supplies to rural residents trapped after the earthquake in china. the quake killed at least 188 people and injured more than 11,000. river levels are above flood stage in several midwestern states. heavy rains and recent snow have caused the mississippi river and other rivers to surge in missouri, michigan and four other states. 41 counties are disaster areas from flooding. i'll get you back to cheryl and dennis. cheryl: all right. thank you very much. lines at the airport today just got a little longer as the f.a.a.'s furloughs begin kicking in. washington's reagan national airport has the latest. rich? >> well, here at national we're looking at about 15 minutes to an hour long delays and about 10 different flights. not necessarily due to these a
defense secretary hagel is assuring israel the obama administration is committed to supporting the jewish state's military superiority in the middle east. hagel met today with israeli president peres as pentagon chief. hagel said it is israel's right to decide for itself whether to strike iran's nuclear facilities. chinese crews rushed food and supplies to rural residents trapped after the earthquake in china. the quake killed at least 188 people and injured more than 11,000. river levels are...
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Apr 17, 2013
04/13
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. >> republicans are looking for a way out of that defense sector. there will be more pressure put on them right now. the people who wanted to wobble anyways, will be wobbling harder. we will not increase spending on anything right now. connell: i know it is tough a couple days after something like this happens and the development that are happening today, but what is your opinion? should we change the focus? >> in some ways it should focus our focus. think about 9/11. we reacted to that with a big massive freak out, for lack of a better word. we are still taking off our shoes at the airports. we thought we needed to do something. let's remember that as we react to boston right now. let's focus on that. we need to realize that facing this horrifying attack, we will not make it better with coming up with security theater to the measures. dagen: it is almost impossible to link spending directly with an event like this. >> of course. dagen: knowing so little as we do right now even about the type of devices that were used in boston. you are hearing refe
. >> republicans are looking for a way out of that defense sector. there will be more pressure put on them right now. the people who wanted to wobble anyways, will be wobbling harder. we will not increase spending on anything right now. connell: i know it is tough a couple days after something like this happens and the development that are happening today, but what is your opinion? should we change the focus? >> in some ways it should focus our focus. think about 9/11. we reacted to...
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Apr 16, 2013
04/13
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korean has switched from a pro-defense to an active deterrent strategy. that means if they have imminent signs of attack, they will pre-empt. defense officials point out that is more likely to be in a strategic threat rather than tactical. so that means, if they feel they are about to get hit with some artillery in a west sea island, they are not likely to initiate this, instead absorb it and then respond. what they are talking about is more a situation where if they see a missile, they think it is nuclear armed, it is at a time of hostility, it could be an imminent attack on south korea, then according to the new strategy, they would take out that missile. that requires perfect intelligence, and you can never tell what kind of warhead is on a missile. if the situation is now at even a higher tension right now and they observe missiles or scud missiles would they take those out? we don't know. my time is up but i would just lay a marker for during the q and a's the recent d.i.a. of the current nuclear war capabilities, as well as senator kerry's trip, whi
korean has switched from a pro-defense to an active deterrent strategy. that means if they have imminent signs of attack, they will pre-empt. defense officials point out that is more likely to be in a strategic threat rather than tactical. so that means, if they feel they are about to get hit with some artillery in a west sea island, they are not likely to initiate this, instead absorb it and then respond. what they are talking about is more a situation where if they see a missile, they think...